Unclaimed
Gilbert Mauro is a financial advisor with over 10 years of experience in the industry. Gilbert has been registered with Morgan Stanley since May 2016. Before joining Morgan Stanley, Gilbert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Gilbert is registered to provide investment advice in 33 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
05/10/2016 - Present
Morgan Stanley (Oak Brook IL)
IL
07/30/2009 - 05/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
MI
06/01/2009 - 07/15/2009
MORGAN STANLEY SMITH BARNEY (EAST LANSING MI)
MI
04/13/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EAST LANSING MI)
BOTH
Issued 08/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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